Charlene Labrador
Client Service Associate III
Caloocan City,
Summary
Certified Client Service Associate with over 7 years of experience in insurance industry. Committed to strengthening client experiences with positivity and professionalism when answering concerns and processing transactions.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Client Service Associate III
Sun Life Of Canada Philippines Inc
04.2015 - Current
- Resolved all types of inquiries, requests and complaints in a timely, accurate, professional and courteous manner using the various Client Service Center applications/systems.
- Processed disbursement-related transactions such as loans, cash surrender value, cash withdrawal of dividends, plan terminations, endowment pay-outs received thru face-to-face transactions and thru virtual platforms.
- Assisted the manager in review of disbursement-related transactions such as loans, cash surrender value, cash withdrawal of dividends, plan terminations, endowment pay-outs
- Handled processing of payments, issuance of official receipts and accounting for collections on daily basis.
- Handled petty cash fund ensured that receipts and fund are balanced at all times.
- Coordinated with backend support unit/dept and Senior staff for requests requiring changes and adjustments in their policy/plan records.
- Prepared various pre-formatted correspondences and facilitates client’s computation requests using various worksheets within the scope.
- Trained more than 5 new-hire employees
- Lead the cashiering and collection team in the branch for 3 years
- Reviewed daily collection report of other Client Service Center branch and ensured that all transactions were accounted and no incidence of fraud.
- Conducted cross branch audit to ensure high compliance to service standards.
- Reviewed and scanned new business and conversion applications (TRAD,VUL, Mutual Fund and Preneed plan) following agreed upon guidelines/procedures using Client Center application systems and ensuring service level targets are met
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Participated in special projects and initiatives.
- Organized and hosted some of engagement activities.
Key Accounts Officer
Firefly Electric and Lighting Corporation (FELCO)
09.2014 - 03.2015
- Processed purchase orders of hardware clients inside malls accurately and in timely manner.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
- Monitored company inventory to keep stock levels and databases updated.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Collaborated with team members to achieve target results.
On-the-Job Training
Rizal Commercial Banking Corporation (RCBC)
04.2013 - 05.2013
- Exhibited functional familiarity in bank operations.
- Facilitated the processing of new accounts.
- Supported in promoting the new product.
Education
Bachelor of Science - Finance And Treasury Management
Pamantasan Ng Lungsod Ng Maynila
Intramuros, Manila 06.2010 - 03.2014
Skills
Insurance & Financial industry knowledge
Affiliations
Life Office Management Association
Certification
Associate, Customer Service (ACS)
Timeline
Associate, Customer Service (ACS)
04-2020
Client Service Associate III
Sun Life Of Canada Philippines Inc
04.2015 - Current
Key Accounts Officer
Firefly Electric and Lighting Corporation (FELCO)
09.2014 - 03.2015
On-the-Job Training
Rizal Commercial Banking Corporation (RCBC)
04.2013 - 05.2013
Bachelor of Science - Finance And Treasury Management
Pamantasan Ng Lungsod Ng Maynila
06.2010 - 03.2014
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